Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-20 |
Branch Locations
405 Colorado St Floor 25 & 24, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Austin | TX | 11/2007 | Present |
| Jpmorgan Chase Bank, Na. | Austin | TX | 10/2020 | Present |
Entity Name: Locker Mobility LLC Investment related: No Address: Austin, TX www.lockermobility.com Nature of the other business: Provides a safe, secure and simple solution for temporary storage. Position/Title/Relationship: Managing Member Start Date: 08-Nov-2019 Approximate # of hours a month: 1-2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will have minimal responsibilities as my husband will be operating the business. I may need to help order supplies once in awhile, but that will be done after working hours or on the weekends. Entity Name: Fertility Foundation of Texas Investment related: No Address: 3801 Austin, Texas Nature of the other business: Raise funds and award grants to qualifying uninsured Infertility patients in Central Texas and to fund clinical research to find more cost effective diagnosis and treatments for infertility patients. Position/Title/Relationship: Other Start Date: 01-Jun-2014 Approximate # of hours a month: 1-2 hours twice a year (December/July) Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I'm on the Grant Advisory Board helping to determine where grants are made and how much will be donated.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-05 |
Reach out to this advisor